In this tutorial, we'll guide you through the process of creating a basic workflow using SigniFlow. Workflows are essential for streamlining document processes, ensuring efficiency, and maintaining compliance. Following the steps outlined in this guide and watching the accompanying video tutorial, you'll learn how to upload a document, customise document information, add users to the workflow, place signature and other fillable fields, and finally release the document for signing.
Step-by-Step Guide:
1. Upload Document
Begin by uploading the document that you want to include in the workflow. SigniFlow provides a user-friendly interface for uploading documents securely.
2. Customise Document Information:
Once the document is uploaded, you can customise its information to suit your specific requirements. This may include adding titles, descriptions, tags, or any other metadata that will help organise and track the document within the workflow.
3. Set Up Workflow:
Next, you'll set up the workflow by defining the sequence of processes through which the document will pass. This typically includes specifying the order of tasks, assigning roles to users, and configuring any automated actions or notifications.
4. Add Users to the Workflow:
After configuring the workflow, you'll need to add users who will participate in the document signing process. These users may include signers, reviewers, or approvers, depending on the workflow requirements.
5. Place Signature and Fillable Fields:
With the users added to the workflow, you can now place signature fields and other relevant fillable fields within the document. SigniFlow offers intuitive tools for placing these fields precisely where they're needed, ensuring a seamless signing experience for all parties involved.
6. Release Document for Signing:
Once the workflow setup is complete and all necessary fields are in place, you can release the document for signing. This action initiates the signing process and notifies the designated users to review and sign the document according to the predefined workflow.
To see a visual walkthrough of How to Create a Workflow in SigniFlow, watch the accompanying video tutorial here.
Conclusion:
Creating a workflow in SigniFlow is a straightforward process that empowers you to manage document processes efficiently. By following the steps outlined in this guide and referring to the accompanying video tutorial, you'll be able to create customised workflows tailored to your organisation's needs. Streamline your document workflows today with SigniFlow's powerful features and intuitive interface.
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